FMV: How to Video
Hello CamaPlan Clients, It’s time once again to provide annual Fair Market Values for all hard-to-value assets in your CamaPlan IRAs or 401Ks. This short video provides step-by-step instructions for…
CamaPlan IRAs and 401Ks — A Different Way to Invest
CamaPlan self-directed IRAs and 401Ks put you on the Road to Financial Freedom. Invest directly in real estate, business ventures, private lending, precious metals and so much more. Build wealth…
Introduction to CamaPlan — A Different Way to Invest
CamaPlan self-directed IRAs and 401Ks put you on the Road to Financial Freedom. Invest directly in real estate, business ventures, private lending, precious metals and so much more. Build wealth…
Obtaining Tax Documents at the Portal
Download tax documents simply and conveniently. This video shows you how. We’ve refreshed the website since this video was recorded, but the portal link is still at the top of…
Obtaining Tax Documents at the Portal
Download tax documents simply and conveniently, with just a few clicks. This video shows you how. We’ve updated the website since this video was recorded, but the link to the…
Changing Your Contact Information at the Portal
Keeping your contact information up to date is important. Fortunately, it’s easy to do at the portal. This video shows you how. We’ve updated the website since this video was…
Changing Your Contact Information (Online Form)
Keeping your contact information current is important. Fortunately, it’s easy, too. This video shows you how. We’ve refreshed our website since this video was recorded, but the forms link can…
Getting Account Statements at the Portal
Obtain account statements in a few clicks. This video shows you how. We’ve refreshed our website since this video was made, but the portal link is still at the top…
Looking at Self-Direction?
30 Second Video: The CamaPlan Way to Invest
Discover Self-Directed Investing
5 Minute Video Shows How
